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Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.
1. Business planning Work with Branch Manager and contribute operational insights to monthly, quarterly and annual business planning. Work with Branch Manager to determine sales targets for the team, in line with and in support of the objectives and strategy for the Branch, Area and Province.Communicate and manage the achievement of sales targets to ensure growth in clients and profit.Plan and manage the weekly and monthly activities of representatives (Financial Advisors) in line withResponsible for the operational effectiveness of the team: o Monitor and reduce the number of NTUs (not taken up premiums). Investigate NTUs, identify
problems and recommend/implement solutions to rectify.
o Secure client retention through managing the quantity of cases written by Financial Advisors and
quality of service in line with relevant standards.
Work with Human Capital and Talent Acquisition to put the necessary capacity / capability in place toCoach and develop team members, providing the necessary guidance, training, and work exposure toensure personal and career growth.4. Monthly planning and reporting
Draw daily and weekly reports to monitor activities and the achievement of sales targets. Work withFinancial Advisors to adjust tactics where necessary.Responsible for monthly reporting of sales and team activities. Analyse data to identify areas ofimprovement and plan for the next month.Conduct monthly and annual planning based on reports.Identify key internal and external stakeholders (branch managers, customers, commercial companies,facilities, etc.). Determine effective engagement tactics that will contribute to building and maintainingrelationships.Engage with clients address escalated queries. Ensure the efficient resolution of queries and providetimely feedback.Manage and coordinate the delivery of internal stakeholders supporting the teams (support functions).What will make you successful in this role?Qualification & experience Grade 12 meet the qualification requirements in line with their DOFA:o Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits oralternatively obtained a full qualification as per the FSCA list of recognized qualifications.o Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits atNQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the pointof recruitment.RE5Knowledge and skills At least 2 years sales experience of which at least 1 year must be within the financial services industry(Cat B1/Cat B2/Retail Pensions)A minimum of one year management experienceRelevant Regulatory frameworks, policies, and standardsSanlam insurance products (ideal)People management practices and principles
Qualification and Experience A commercial qualification together with 6 years administration experience and a thorough understanding of the company's processes.
Knowledge and Skills Direct Customer Interface
Reporting and Administration
Quality, compliance and accreditation
Personal Attributes Interpersonal savvy - Contributing through others
Manages complexity - Contributing through others
Plans and aligns - Contributing through others
Directs work - Contributing through others
Build a successful career with usWe're all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth.Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies Cultivates innovation - Contributing through others
Customer focus - Contributing through others
Drives results - Contributing through others
Collaborates - Contributing through others
Being resilient - Contributing through others
Turnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformationThe Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
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